ORBA Wealth Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

ORBA Wealth Advisors’s Portfolio HYBL Stock Details HYBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Buy	86,707 +32,006	+59%	+$897K	2.07%	13
2026 Q1	$1.52M	Sell	54,701 -19,077	-26%	-$537K	1.82%	20
2025 Q4	$2.1M	Buy	73,778 +9,806	+15%	+$279K	1.82%	17
2025 Q3	$1.83M	Buy	63,972 +12,771	+25%	+$365K	1.51%	22
2025 Q2	$1.46M	Sell	51,201 -53,854	-51%	-$1.51M	1.33%	26
2025 Q1	$2.95M	Buy	105,055 +9,581	+10%	+$272K	1.49%	26
2024 Q4	$2.71M	Buy	95,474 +4,374	+5%	+$125K	1.42%	26
2024 Q3	$2.62M	Buy	+91,100	New	+$2.58M	1.32%	27

Other funds holding HYBL

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ORBA Wealth Advisors's HYBL Position: Q2 2026 in Review

ORBA Wealth Advisors increased its State Street Blackstone High Income ETF (HYBL) stake by 59% in Q2 2026, buying an estimated $897K and bringing the position to 86,707 shares worth $2.42M. The position accounts for 2.07% of the portfolio, ranked #13.

ORBA Wealth Advisors first reported a position in HYBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.95M in Q1 2025. 97 funds tracked by Wall St. Rank hold HYBL as of Q2 2026.

ORBA Wealth Advisors held 86,707 shares of State Street Blackstone High Income ETF worth $2.42M as of Q2 2026.
ORBA Wealth Advisors bought 32,006 State Street Blackstone High Income ETF shares in Q2 2026, an estimated $897K.
State Street Blackstone High Income ETF made up 2.07% of ORBA Wealth Advisors's portfolio in Q2 2026, its #13 holding.
ORBA Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q3 2024 and has held it in 8 quarters since.
ORBA Wealth Advisors's State Street Blackstone High Income ETF position peaked at $2.95M in Q1 2025.
97 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.